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INVST’s Bank of America BAC Stock Holding History

INVST’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
22,005
+17,660
+406% +$911K 0.12% 142
2025
Q4 		$239K Buy
4,345
+393
+10% +$20.8K 0.03% 288
2025
Q3 		$204K Buy
+3,952
New +$193K 0.02% 296
2025
Q1 		– Sell
-6,670
Closed -$293K – 282
2024
Q4 		$293K Buy
6,670
+269
+4% +$11.8K 0.04% 207
2024
Q3 		$254K Sell
6,401
-609
-9% -$24.4K 0.03% 219
2024
Q2 		$280K Buy
7,010
+32
+0.5% +$1.23K 0.03% 218
2024
Q1 		$262K Buy
6,978
+84
+1% +$2.88K 0.03% 204
2023
Q4 		$228K Buy
+6,894
New +$201K 0.03% 197
2020
Q1 		– Sell
-8,411
Closed -$296K – 108
2019
Q4 		$296K Sell
8,411
-16
-0.2% -$517 0.11% 66
2019
Q3 		$240K Sell
8,427
-18
-0.2% -$518 0.11% 69
2019
Q2 		$248K Sell
8,445
-168
-2% -$4.84K 0.13% 51
2019
Q1 		$246K Buy
8,613
+151
+2% +$4.27K 0.12% 54
2018
Q4 		$209K Buy
+8,462
New +$230K 0.12% 45

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

INVST's BAC Position: Q1 2026 in Review

INVST increased its Bank of America (BAC) stake by 406% in Q1 2026, buying an estimated $911K and bringing the position to 22,005 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #142.

INVST first reported a position in BAC in Q4 2018 and has held it in 13 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • INVST held 22,005 shares of Bank of America worth $1.07M as of Q1 2026.
  • INVST bought 17,660 Bank of America shares in Q1 2026, an estimated $911K.
  • Bank of America made up 0.12% of INVST's portfolio in Q1 2026, its #142 holding.
  • INVST first reported a position in Bank of America in Q4 2018 and has held it in 13 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.